ACT Advisors
Firm details
- Headquarters
- Asheville, North Carolina
- CRD number
- 173120
- Registered since
- October 15, 2014
- Website
- act-advisors.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI67.35%
- Individuals29.19%
- Corporations / Businesses3.14%
- Charitable Organizations0.2%
- Pension & Profit Sharing Plans0.12%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
ACT Advisors is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2014. The firm serves both individual and family clients as well as institutional accounts and describes itself as a capital allocator. Its fee arrangements include percentage-of-AUM, fixed fees and other fee structures. Core advisory activities listed are financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. ACT Advisors does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Exchange Traded Equities36%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1
Jennifer English
Chief Compliance OfficerCRD 5971134
Contacts
3 of 4Martha Hays
Private WealthCRD 7442375
Patrick Latta
Wealth AdvisorCRD 4395019
Roger Johnson
Financial PlannerCRD 4545355
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$310M in ETFs
34%
$105M
63%
$205M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $42.2M | 815,514 | 13.58% |
Location
Asheville, NC
Buncombe
Location
Asheville, NC
Headquartered in Asheville, NC, anchoring the Asheville-Marion-Brevard, NC metro in the South.
- Metro area
- Asheville-Marion-Brevard, NC
- Region
- South
- County
- Buncombe
- Address
- 521 College St
- Time zone
- ET (UTC-5)
- Office locations
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